Eric
Miller
Fort Point Capital Partners LLC
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About this Advisor
Eric Miller is a financial advisor based in Saratoga Springs, New York, working with Fort Point Capital Partners LLC. Eric has previously held positions at HSBC Securities (USA) Inc, Fort Point Capital Partners LLC, MCG Securities LLC, Structured Products Consulting Group LLC, Bluestone Capital Management, and Uhlmann Price Securities, LLC. Eric has passed the Series 63 regulatory exam and is registered to provide services in California and New York. Currently, Eric is part of Fort Point Capital Partners LLC, which operates out of Saratoga Springs, New York. The firm has 1 office and 25 employees. The firm manages assets totaling $1.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. The fee structure at Fort Point Capital Partners LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fort Point Capital Partners LLC Brokerage Details
$1,491,236,164
25
1,150
$1,296,727
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Eric Miller Work History
Uhlmann Price Securities, LLC
Fort Point Capital Partners LLC
Mcg Securities LLC
Structured Products Consulting Group LLC
Bluestone Capital Management
Hsbc Securities (Usa) Inc
Disclosures
Please visit the SEC profile of Eric Miller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fort Point Capital Partners LLC
San Francisco, CA
San Francisco, CA
New York, NY
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
